Caldwell Sutter Capital, Inc. J P Morgan Exchange Traded Fd Transaction History

Caldwell Sutter Capital, Inc.

  • $215 Billion
  • Q3 2024

A detailed history of Caldwell Sutter Capital, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 867 shares of JEPI stock, worth $51,941. This represents 0.02% of its overall portfolio holdings.

Number of Shares
867
Previous 857 1.17%
Holding current value
$51,941
Previous $48.6 Million 6.22%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$54.98 - $59.51 $549 - $595
10 Added 1.17%
867 $51.6 Million
Q4 2023

Jan 19, 2024
BUY
$51.51 - $55.33 $257 - $276
5 Added 0.59%
857 $47.1 Million
Q3 2023

Oct 25, 2023
BUY
$53.5 - $55.92 $21,346 - $22,312
399 Added 88.08%
852 $45.6 Million
Q2 2023

Jul 19, 2023
BUY
$53.85 - $55.4 $24,394 - $25,096
453 New
453 $25.1 Million

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
279M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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